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What Makes a Mortgage Customer Resource Management Software Different from a General CRM?
Published on: January 21, 2020
Read moreCRMs are quickly becoming ubiquitous across almost all sales-based industries, as companies realize the value of automating and enhancing as many of their prospecting and client management tasks as possible. The mortgage industry is now different, and plenty of brokers are now employing modern CRM’s to help them work smarter and deliver more value to […]
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Essential Features to Look for When Choosing a Mortgage Loan CRM
Published on: November 26, 2019
Read moreCustomer resource management platforms are becoming a must-have for mortgage professionals, as brokers have come to realize just how much value they can get out of these highly versatile tools. But when you hit the market in search of a CRM for your brokerage, how do you choose which one is right from a sea […]
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Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More Deals
Published on: October 4, 2019
Read moreSelling mortgage brokerage services should be easy. There really isn’t any reason anyone should ever deal directly with a bank or lender when they could be engaging an expert broker to do it on their behalf. Despite that, many brokers struggle with the sales process, and prospects that should easily be converted to clients end […]
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The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can Help
Published on: September 27, 2019
Read moreThe sales process in a brokerage is unique, in that you’re essentially selling prospects a beneficial service at no cost to them. But, at the same time, it’s also essentially identical to the sales process in every other industry. Brokers need to find leads, qualify them, make contact and sell the service while handling prospect […]
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CRMDialer: The Mortgage Broker’s Best Friend
Published on: May 22, 2019
Read moreThere are few purchases made in life more important or emotional for people tying a home. And for first-time homeowners, this is certainly true. Mortgage brokers, listen… It’s a milestone. A moment when hard-earned savings are invested, lives are merged, and families are created. As a mortgage broker, the role you play in guiding clients […]
